See the Future of Your Campaigns: AI Simulations in 5 Seconds
Transforming manual campaign planning into AI-powered, automated marketing strategy optimization.
See the Future of Your Campaigns: AI Simulations in 5 Seconds
Transforming manual campaign planning into AI-powered, automated marketing strategy optimization.

Modernizing Complex Campaign Planning
The client's existing campaign strategy planning process was restricted by significant limitations: Rigid legacy calculation models that couldn't adapt quickly Manual configuration of decision paths requiring expert intervention High reliance on subject matter expert judgment Difficulty making rapid adjustments when client requirements changed Limited ability to run "what if" scenarios at scale Manual processes that bottlenecked strategic planning This complexity prevented the organization from delivering real time projections and intelligent recommendations to their clients. With growing demand for dynamic marketing strategy capabilities, the client needed to: Simulate campaign performance dynamically Reduce manual intervention in strategy development Enable non technical users to explore strategic outcomes Prepare the groundwork for a future AI powered optimization engine Constraints included: Legacy systems: Required integration with existing HCMA platform Complex domain: Sophisticated marketing strategy models needed digitization User accessibility: Solution needed to work for non technical strategists Future proofing: Architecture had to support upcoming AI capabilities
IMPACT
High
Strategic Bottleneck Reduction
Approach to Transformation
Edstem partnered with the client to implement a phased, collaborative methodology: Requirements Analysis: Understanding complex marketing strategy workflows Architecture Design: Building a flexible, AI ready foundation Development: Performance Simulator implementation with Tableau integration Testing & Deployment: Quality assurance and user training Ongoing Enhancement: HCMA platform modernization and AI expansion planning Key decisions prioritized: Architecture priority for future AI agents Intuitive user experience for non technical strategists Tableau integration for familiar visualization experience Scalable data models for multi scenario simulations
Technology Stack
Performance Simulator & AI-Ready Platform
Performance Simulator Application Dynamic scenario simulation with real time projections User friendly interface for non technical strategists Flexible adjustment of budgets, audiences, products, and channels Instant visualization of projected campaign outcomes Automated Marketing Performance Projections Calculation engine for campaign results prediction Support for credit card and product promotion scenarios Integration with existing marketing strategy models Digitization of complex business rules and decision trees Integrated Reporting & Visualization Tableau based dashboards for performance outcomes Data driven decision making tools Visual representation of simulation results Fast access to strategic insights AI Ready Architecture Designed as foundation for future conversational AI agent Scalable data models supporting autonomous strategy generation Flexible framework for AI driven workflow automation Prepared infrastructure for dynamic model recalibration HCMA Platform Enhancements Modernization of legacy analytics workflows Improved data pipeline reliability Enhanced data accuracy for simulator integration Scalable infrastructure aligned with future AI development Through this engagement, the client eliminated manual bottlenecks, enabled scalable scenario planning, and established a foundation for autonomous AI-driven marketing intelligence.
Dynamic Simulation Engine
Real-time scenario simulations with instant projections for non-technical strategists
Automated Projections
Calculation engine predicts campaign performance across channels, budgets, and audiences, reducing manual effort and SME dependency.
Integrated Visualization
Tableau dashboards provide fast access to strategic insights and scenario results
- Visual Analytics
- Data-Driven Decisions
Dynamic Simulation
Real-time scenario calculations for instant decision-making
AI-Ready Architecture
Foundation for autonomous strategy generation
Tableau Integration
Integrated dashboards for visualized performance outcomes
Operational Efficiency
Eliminates manual bottlenecks and speeds up planning
Impact & Outcomes
### Strategic Foundation Established - Created baseline for AI-driven marketing strategy roadmap - Enabled future AI agent capable of autonomous strategy generation - Positioned client for conversational AI queries: *"What is the best marketing strategy for Client X given a $Y budget?"* ### Operational Transformation - Eliminated manual bottlenecks in strategy development - Senior strategists can test ideas instantly without engineering intervention - Users gained ability to iterate strategies on the fly - Changes no longer require code modifications or deep SME involvement ### Enhanced Decision Quality - Enabled scalable scenario planning across channels, budgets, and audiences - Multiple "what-if" scenarios can run simultaneously - Dramatic improvement in strategic decision quality - Reduced time from idea to validated strategy ### Business Growth Catalyst - Success sparked new multi-phase AI program including: - AI-driven workflow automation - Dynamic model recalibration - Integrated campaign execution triggers - Positioned client at forefront of marketing technology innovation - Transformed from traditional human-driven model to agile AI-powered platform
Before
- Rigid legacy calculation models
- Manual configuration of decision paths
- High SME dependency
- Limited scenario testing and adaptability
After
- Dynamic simulation engine with real-time projections
- Automated marketing performance predictions
- Integrated Tableau dashboards for fast insights
- AI-ready architecture for future autonomous agents
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